MP MATERIALS CORP

$MP
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Smart money positioned

27 of the Top-200 alpha managers hold $MP as of the latest 13F snapshot.

13F holders
12
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

27 holders · Q1 2026

$MP is held by 27 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.68%, with an average of 0.22% of portfolio. Largest holder: Narus Financial Partners, LLC at 1.68%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Narus Financial Partners, LLC
1.68% held
α +11.1pts
02
Security Financial Services, INC.
1.47% NEW
α +10.8pts
03
Baring Fintech Fund III Managers Ltd
0.64% held
α +13.5pts
04
Bellevue Group AG
0.30% held
α +12.2pts
05
Cacti Asset Management LLC
0.30% NEW
α +12.7pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 12 · Source: 13F-HR
01
Vanguard Group Inc.
0.01% of portfolio
14,479,787 sh
02
State Street
0.01% of portfolio
7,397,227 sh
03
Two Sigma
0.06% of portfolio
1,508,573 sh
04
Citigroup Inc.
0.02% of portfolio
568,593 sh
05
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% of portfolio
556,252 sh
06
Citadel
0.01% of portfolio
257,413 sh
07
Bridgewater Associates
0.02% of portfolio
108,054 sh
08
Benchmark Investment Advisors LLC
1.47% of portfolio
52,234 sh
09
WINTON GROUP Ltd
0.07% of portfolio
42,533 sh
10
Soros Fund Management LLC
0.01% of portfolio
9,442 sh
See all 12 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 12 filers
30 Jun 2026
Unknown —
· GRANT
—
—
A
15 Jun 2026
Duckworth Connie K —
· EX/ACQ
3,998
—
M
15 Jun 2026
Duckworth Connie K —
· EX/ACQ
3,998
—
M
15 Jun 2026
Lavan Maryanne —
· EX/ACQ
3,998
—
M
15 Jun 2026
Lavan Maryanne —
· EX/ACQ
3,998
—
M
15 Jun 2026
Myers Richard B —
· EX/ACQ
3,998
—
M
15 Jun 2026
Myers Richard B —
· EX/ACQ
3,998
—
M
15 Jun 2026
Weisenburger Randall J —
· EX/ACQ
3,998
—
M
15 Jun 2026
Weisenburger Randall J —
· EX/ACQ
3,998
—
M
09 Jun 2026
Rosenthal Michael Stuart —
▲ BOUGHT
10,000
$54.30
P
09 Jun 2026
McKnight Andrew A. —
· GRANT
3,038
—
A
09 Jun 2026
Donald Arnold W —
· GRANT
3,038
—
A

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $MP in the recent window.

Convergence · $MP

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:34 UTC.